Latest Institutional Sells of Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

This list provides information on the latest institutional transactions involving Schwab Strategic Tr Us Large C (SCHG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Dec 01, 2022 Q3 2022
Mufg Americas Holdings Corp

SELL
 -
-5.74K
- 1.2%
$320K - $397K
474K $15.3M
Oct 26, 2022 Q3 2022
Wipfli Financial Advisors Llc,

SELL
 -
-2.91K
- 2.35%
$162K - $201K
121K $3.89M
Nov 01, 2022 Q3 2022
Dopkins Wealth Management, LLC

SELL
 -
-1.37K
- 3.51%
$76.6K - $95K
37.7K $1.22M
Nov 02, 2022 Q3 2022
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-118
- 1.55%
$6.59K - $8.17K
7.5K $242K
Nov 03, 2022 Q3 2022
Regions Financial Corp

SELL
 -
-90
- 1.86%
$5.02K - $6.23K
4.75K $153K
Q2 2022
Aug 09, 2022 Q2 2022
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-288K
- 58.5%
$16M - $22M
204K $6.59M
Jul 27, 2022 Q2 2022
Paradigm Financial Partners, LLC

SELL
 -
-26.1K
- 87.54%
$1.46M - $2M
3.72K $120K
Aug 15, 2022 Q2 2022
Cornercap Investment Counsel Inc

Atlanta, GA
SELL
 -
-20.5K
Closed
$1.14M - $1.57M
0 $0
Jul 05, 2022 Q2 2022
Mc Alister, Sweet & Associates, Inc.

SELL
 -
-15K
- 15.44%
$838K - $1.15M
82.3K $2.66M
Aug 10, 2022 Q2 2022
Theory Financial LLC

Fort Collins, CO
SELL
 -
-11.9K
Closed
$662K - $910K
0 $0
Jul 21, 2022 Q2 2022
Welch Group, LLC

SELL
 -
-7K
- 64.54%
$390K - $536K
3.85K $124K
Aug 15, 2022 Q2 2022
Eaton Vance Management

Boston, MA
SELL
 -
-6.31K
Closed
$352K - $483K
0 $0
Aug 02, 2022 Q2 2022
Jacobsen Capital Management

SELL
 -
-5.96K
Closed
$332K - $456K
0 $0
Jul 27, 2022 Q2 2022
Aries Wealth Management

SELL
 -
-5.09K
Closed
$284K - $390K
0 $0
Aug 08, 2022 Q2 2022
Edge Capital Group, LLC

SELL
 -
-3.4K
Closed
$190K - $260K
0 $0
Jul 07, 2022 Q2 2022
Bath Savings Trust CO

SELL
 -
-3.35K
Closed
$187K - $256K
0 $0
Aug 12, 2022 Q2 2022
Frontier Asset Management, LLC

Sheridan, WY
SELL
 -
-3.25K
Closed
$181K - $249K
0 $0
Aug 15, 2022 Q2 2022
Lumbard & Kellner, LLC

Hollis, NH
SELL
 -
-3.24K
Closed
$180K - $248K
0 $0
Jul 29, 2022 Q2 2022
Austin Private Wealth, LLC

SELL
 -
-3.24K
Closed
$180K - $248K
0 $0
Jul 26, 2022 Q2 2022
Wt Wealth Management

SELL
 -
-3.09K
- 39.38%
$172K - $236K
4.75K $153K
Jul 11, 2022 Q2 2022
Prism Advisors, Inc.

SELL
 -
-3.02K
Closed
$168K - $231K
0 $0
Aug 05, 2022 Q2 2022
Marco Investment Management LLC

SELL
 -
-3K
Closed
$167K - $230K
0 $0
Aug 15, 2022 Q2 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-2.98K
Closed
$166K - $228K
0 $0
Aug 12, 2022 Q2 2022
Manhattan West Asset Management, LLC

Los Angeles, CA
SELL
 -
-2.93K
Closed
$163K - $224K
0 $0
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-697
- 5.24%
$38.8K - $53.4K
12.6K $407K
Mar 28, 2025 Q2 2022
Berkeley, Inc

Boise, ID
SELL
 -
-580
- 12.54%
$32.3K - $44.4K
4.04K $130K
Jul 18, 2022 Q2 2022
Strategic Capital Advisers, Inc.

SELL
 -
-431
- 8.07%
$24K - $33K
4.91K $158K
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-400
Closed
$22.3K - $30.6K
0 $0
Jul 21, 2022 Q2 2022
Charter Oak Capital Management, LLC

SELL
 -
-370
- 78.72%
$20.6K - $28.3K
100 $3.23K
May 28, 2024 Q2 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-200
Closed
$11.1K - $15.3K
0 $0
Jul 11, 2022 Q2 2022
Foresight Capital Management Advisors, Inc.

SELL
 -
-198
Closed
$11K - $15.2K
0 $0
Jul 26, 2022 Q2 2022
Trustcore Financial Services, LLC

SELL
 -
-184
- 1.51%
$10.3K - $14.1K
12K $386K
Jul 20, 2022 Q2 2022
Endurance Wealth Management, Inc.

SELL
 -
-176
- 8.91%
$9.81K - $13.5K
1.8K $58.1K
Aug 15, 2022 Q2 2022
Mbm Wealth Consultants, LLC

Chesterfield, MO
SELL
 -
-134
- 20.87%
$7.47K - $10.3K
508 $16.4K
Aug 09, 2022 Q2 2022
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-125
- 11.19%
$6.97K - $9.57K
992 $32K
Aug 15, 2022 Q2 2022
St. James Investment Advisors, LLC

Port Jefferson, NY
SELL
 -
-110
Closed
$6.13K - $8.42K
0 $0
Jul 22, 2022 Q2 2022
Loveless Wealth Management LLC

SELL
 -
-19
- 0.48%
$1.06K - $1.45K
3.97K $128K
Q1 2022
Apr 28, 2022 Q1 2022
Planning Alternatives LTD

SELL
 -
-79.3K
Closed
$5.2M - $6.55M
0 $0
May 12, 2022 Q1 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
SELL
 -
-10.5K
Closed
$690K - $868K
0 $0
Apr 20, 2022 Q1 2022
Epic Trust Investment Advisors, LLC

SELL
 -
-2.74K
Closed
$180K - $226K
0 $0
May 04, 2022 Q1 2022
Lyell Wealth Management, LP

SELL
 -
-1.53K
Closed
$101K - $127K
0 $0
May 11, 2022 Q1 2022
Bragg Financial Advisors, Inc

Charlotte, NC
SELL
 -
-1.5K
Closed
$98.4K - $124K
0 $0
May 09, 2022 Q1 2022
Canandaigua National Corp

SELL
 -
-1.24K
Closed
$81.5K - $103K
0 $0
May 04, 2022 Q1 2022
Slate Stone Wealth, LLC

SELL
 -
-1.22K
Closed
$80.2K - $101K
0 $0
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-608
Closed
$39.9K - $50.2K
0 $0
Apr 26, 2022 Q1 2022
Tap Consulting, LLC

SELL
 -
-506
Closed
$33.2K - $41.8K
0 $0
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-435
Closed
$28.5K - $35.9K
0 $0
Apr 08, 2022 Q1 2022
Lowe Wealth Advisors, LLC

SELL
 -
-400
Closed
$26.3K - $33K
0 $0
May 05, 2022 Q1 2022
Rgt Wealth Advisors, LLC

SELL
 -
-246
Closed
$16.1K - $20.3K
0 $0

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